Offers to outlets and shared loyalty

Send offers, coupons, happy hour, price lists and loyalty settings from the head office, and let customers earn and use points and store credit in every outlet.

Send offers from the head office

With a head office, you set up a promotion once and send it to the outlets that should run it.

What can be sent:

Offers and coupons: buy X get Y, multi-buy, quantity price breaks, spend offers and coupon codes
Happy hour rules, with their days and times
Price lists, such as area and order prices for dine-in, pickup and delivery
Loyalty and store credit settings: how many points a customer earns, what a point is worth and how much of a bill points can pay

Set up the offer, happy hour or price list in the head office as usual.
Go to Head Office › Offers to Outlets.
Tick what to send and the outlets. To give every outlet the same switches (offers, happy hour, combos, loyalty and store credit), also tick Copy my feature switches.
Click Preview to see what each outlet gets and anything that can't be sent yet (for example an offer on a product the outlet doesn't have - send the central menu first), then Send.

Price lists (dine-in areas, pickup and delivery) are for restaurants. An area is matched by its name, so an outlet needs a dining area with the same name.
Coupons keep their codes in every outlet. How many times a coupon has been used is counted in each outlet on its own.

The offers then run in each outlet by themselves, at the till and, where the offer allows it, in that outlet's online store. Products are matched to the outlet's own products through the central menu, so send the menu first.

When you change an offer at the head office and send it again, the outlets get the change. Switch an offer off at the head office and send again to stop it everywhere.

Note

An offer that belongs to one outlet only, such as a weekday lunch deal at one restaurant, can still be made in that outlet. Sending from the head office doesn't touch it.

Shared loyalty points and store credit

On its own, each outlet keeps its own points and credit. With shared loyalty on, they are one balance across the group:

A customer earns points in one outlet and uses them in another.
Store credit from a return in one outlet can pay a bill in any outlet.
At the till, every outlet shows the customer's balance for the whole group.

How customers are matched

Each outlet keeps its own customer list. Customers are matched by mobile number: the same mobile number in two outlets is the same customer for points and credit.

Ask for the mobile number when you add a customer to a bill, so their points follow them.
Two different people with the same number would share a balance, so use one number per customer.
A customer without a mobile number keeps points in the outlet where they earned them.

Switch it on

In the head office, go to Head Office › Offers to Outlets.
Turn on shared loyalty points and store credit for the group (head office Admins only).
Send the loyalty settings to the outlets, so every outlet earns and spends points at the same rate.

Loyalty points need the Professional plan and above. Store credit is on Standard and above. Outlets run on the head office's plan.

In reports and books

Points and store credit stay payments of the kind Other in each outlet. Each outlet's Day Close, reports and accounting books work as before. A bill paid with points earned elsewhere is still a sale of the outlet that billed it.